Best Investors Account Sign in
Claim This Profile
Current Employers
Horse Cove Partners Llc

1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-01-01
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339 • United States

Franklin, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc St Paul MN 05/2015 12/2016
Shoemaker Financial Brentwood TN 05/2015 12/2016
Unemployed Franklin TN 01/2017 08/2018
Lpl Financial, Llc Franklin TN 08/2018 03/2019
Cetera Investment Services Llc Saint Cloud MN 06/2019 12/2024
Cetera Investment Advisers Llc Franklin TN 06/2019 06/2019
Cetera Investment Advisers Llc Franklin TN 11/2024 12/2024
Horse Cove Partners, Llc Atlanta GA 01/2025 Present
Financial Identity Advisors, Inc. Franklin TN 05/2019 Present
Wealth Management Group Franklin TN 07/2018 03/2019
Shoemaker Financial Brentwood TN 05/2015 06/2018
  • 05/2015 → 12/2016
    Securian Financial Services Inc
    St Paul, MN
  • 05/2015 → 12/2016
    Shoemaker Financial
    Brentwood, TN
  • 01/2017 → 08/2018
    Unemployed
    Franklin, TN
  • 08/2018 → 03/2019
    Lpl Financial, Llc
    Franklin, TN
  • 06/2019 → 12/2024
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 06/2019 → 06/2019
    Franklin, TN
  • 11/2024 → 12/2024
    Franklin, TN
  • 01/2025 → Present
    Atlanta, GA
  • 05/2019 → Present
    Financial Identity Advisors, Inc.
    Franklin, TN
  • 07/2018 → 03/2019
    Wealth Management Group
    Franklin, TN
  • 05/2015 → 06/2018
    Shoemaker Financial
    Brentwood, TN
Previous Registrations
  • 2024-11-25 → 2024-12-31
    Franklin, TN
  • 2006-12-08 → 2015-12-31
    Securian Financial Services, Inc.
    Brentwood, TN
    Germantown, TN
    Mt. Pleasant, SC
Other Businesses

FINANCIAL IDENTITY ADVISORS, INC.; investment related; 510 Bancroft Way, Franklin TN 37064; Admin assistant for an investment advisor; admin assistant; admin assistant; 05/2019; part-time 20 hours per week; part-time 20 hours per week; appointment setting and admin client servicing

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
S66 Uniform Combined State Law Examination 2006-11-17
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20
  • S66 Uniform Combined State Law Examination
    2006-11-17
Other Names
  • Danna Lee Childress
  • Danna Lee Helms
  • Danna Lee Helms
  • Danna Lee Childress

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor